SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 228.51-2.9%11:56 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (9362)4/6/2004 10:05:15 AM
From: Cary Salsberg  Read Replies (1) of 25522
 
At ~$3M a pop for their machines to do bumps and LTP, their revenues are about three machines a month. They also get $1-2M for any sales into the MEMS, disc heads, and semi spaces. Litho companies typically list unit sales by each product category in the quarterly reports. I know Merrill models future unit sales for ASML. I think a little transparency from UTEK would make the situation clear. I am not sure that has ever been the intent of management.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News